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No. Our registry will only accept the original document or a faxed copy.

To make an additional application to invest, please complete the Additional Investment Form in the How to Invest section of this website.

Please mail or fax this completed Additional Investment Form to Citigroup’s Registry Department at the mail address or fax number at the bottom of the Additional Investment Form.

The Loomis Sayles Client Portal gives you access to a range of information and enables you to:

  • access current and post-November 2020 statements
  • Access Annual Tax Statements
  • access full transaction histories (up to 7 years) and holdings reporting
  • access online data updates including account contact information

Statements issued before 30 November 2020 are not available on the Client Portal.

Please Contact Us for any statements or information not available on the Client Portal. At this stage investors cannot transact online (make additional investments and withdrawals). New investors can only submit initial applications online – please refer to the How to Invest page.

If you have elected to receive information by email but are not yet set up on the Loomis Sayles Client Portal then your statements and transaction notices are issued by Citigroup as secure Adobe® Acrobat® PDFs.

The first time you receive one of these emails, you will need to set up a password to use to access all future documents. Citigroup has provided this guide on receiving secure emails from the registry.

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